|
1
|
|
$45.1M
|
+$18.1M
|
+405,176
|
+67%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$36.9M
|
+$36M
|
+807,417
|
+3,915%
|
|
|
3
|
Northland Capital Management
Virginia,
Minnesota
|
$30.2M
|
+$303K
|
+6,804
|
+1%
|
|
|
4
|
|
$25.5M
|
-$756K
|
-16,978
|
-3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$17.4M
|
+$8.63M
|
+193,767
|
+98%
|
|
|
6
|
Portland Global Advisors
Portland,
Maine
|
$17M
|
+$515K
|
+11,556
|
+3%
|
|
|
7
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$13.4M
|
+$1.47M
|
+33,004
|
+12%
|
|
|
8
|
Prosperity Planning
Kansas City,
Missouri
|
$12.8M
|
–
|
–
|
–
|
|
|
9
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$10.1M
|
-$173K
|
-3,881
|
-2%
|
|
|
10
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$8.97M
|
–
|
–
|
–
|
|
|
11
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$7.79M
|
+$802K
|
+18,007
|
+11%
|
|
|
12
|
Financial Engines Advisors
Santa Clara,
California
|
$6.69M
|
+$72.6K
|
+1,629
|
+1%
|
|
|
13
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$5.98M
|
+$593K
|
+13,305
|
+11%
|
|
|
14
|
|
$5.68M
|
+$366K
|
+8,224
|
+7%
|
|
|
15
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$5.4M
|
-$271K
|
-6,075
|
-5%
|
|
|
16
|
|
$4.76M
|
+$2.23M
|
+49,981
|
+88%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.98M
|
+$278K
|
+6,232
|
+8%
|
|
|
18
|
Avise Financial Cooperative
Los Angeles,
California
|
$3.86M
|
+$3.86M
|
+86,714
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$3.77M
|
+$198K
|
+4,444
|
+6%
|
|
|
20
|
Sunflower Bank
Dallas,
Texas
|
$2.47M
|
–
|
–
|
–
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.29M
|
-$371K
|
-8,327
|
-14%
|
|
|
22
|
Procyon Advisors
Shelton,
Connecticut
|
$2.22M
|
-$47.8K
|
-1,074
|
-2%
|
|
|
23
|
LifePlan Financial
Mankato,
Minnesota
|
$2.16M
|
+$28.3K
|
+636
|
+1%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$2.09M
|
-$2.14K
|
-48
|
-0.1%
|
|
|
25
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$2.07M
|
+$21.3K
|
+477
|
+1%
|
|
